Opportunity

Problem

Portland Oregon is home to many people looking for investment advice or estate planning guidance.

Solution

Grizzly Bear Financial Managers offers comprehensive financial planning and estate planning services. Grizzly&#8217’s services are extensive in terms of available products (mutual fund, equities and estate planning) as well as depth of research. Although it costs a fair amount of money for Grizzly to do an in-depth amount of research into prospective investments as well as possible options for the client, this up-front cost will be eclipsed by a long-term relationship that is likely to be established out of earned respect.

Market

Grizzly Bear Financial Managers will be marketing their services to two different groups of people, those in need of investing advice, and those that are in need of estate planning help. These groups will be targeted via public seminars and networking events. Prospective customers will be converted by Grizzly’s competitive edge of deep-rooted research and thoroughness when they use its services.

Competition

The buying patterns of consumers are often influenced by their networks or people they know. Because the financial planning industry is so crowded, it can be difficult to choose a service provider. It is easy to obtain a referral for a financial planner, as most people over the age of 65 have visited one.

Why Us?

Grizzly Bear Financial Managers’ mission is provide comprehensive financial planning services to customers. Our mission is to retain and attract customers. This maxim will guide everything else. We will exceed your expectations with our services.

Expectations

Forecast

Grizzly should be in profitability by the eighth month and will make modest profits by three years.

Financial Highlights Year-by-Year

Financing Needed

Meghan will put in $23,000 to help start this business.